PP

PrairieView Partners Portfolio holdings

AUM $1.03B
1-Year Est. Return 11.4%
This Quarter Est. Return
1 Year Est. Return
+11.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$568M
AUM Growth
+$91.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1 +$32M
2 +$16.7M
3 +$16.4M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$4.61M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.56M

Sector Composition

1 Industrials 3.04%
2 Technology 1.24%
3 Financials 1.18%
4 Communication Services 0.61%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$9K ﹤0.01%
100
252
$9K ﹤0.01%
63
253
$9K ﹤0.01%
186
254
$9K ﹤0.01%
500
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$9K ﹤0.01%
267
-136
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$8K ﹤0.01%
200
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$8K ﹤0.01%
165
258
$8K ﹤0.01%
300
259
$8K ﹤0.01%
2,350
260
$8K ﹤0.01%
324
261
$7K ﹤0.01%
80
262
$7K ﹤0.01%
28
263
$7K ﹤0.01%
250
264
$6K ﹤0.01%
400
265
$6K ﹤0.01%
107
-100
266
$6K ﹤0.01%
505
+6
267
$6K ﹤0.01%
280
268
$6K ﹤0.01%
21
269
$6K ﹤0.01%
+270
270
$5K ﹤0.01%
+375
271
$5K ﹤0.01%
+25
272
$5K ﹤0.01%
1,000
273
$5K ﹤0.01%
85
274
$5K ﹤0.01%
104
275
$4K ﹤0.01%
72
+66